7: Basics of RDA Relationships for Serials

• Relationships in RDA• Relationship designators• Creators and other corporate bodies related to

works• Corporate bodies related to manifestations• CONSER practices for linking entry fields

7-1

Two Goals in RDA

• Identify -- Attributes of entities: – Describing attributes of serial works, expressions,

manifestations and creators• Relate -- How are these entities connected to

one another?

7-2

The What and the Why

• What are relationships?– Connections between entities

• Creators of serials; related works and expressions; related manifestations

• Why are relationships important?– Help users find what they want!

7-3

The Who and the How

• Who are the related entities?– WEMI entities– Person/Family/Corporate Body entities– Identified by authorized access point; or by

identifier; or by URI; or by bibliographic description• How are they related?

– Role or function– Relationship designator– Other indications (e.g., MARC tag)

7-4

Organization of RDA Instructionsfor Relationships

Instructions for showing relationships:– Between resources and associated

persons/families/corporate bodies• Chapters 18-22; Appendix I• Used in bibliographic records

– Between resources • Chapters 24-28; Appendix J• Used in bibliographic and authority records

7-5

Relationship Designators

• What are Relationship Designators?– They express roles or functions

• Appendices I and J are not closed lists

• PCC Guidelines for the Application of Relationship Designators in Bibliographic Records

7-6

Relationship Designators in MARC Bibliographic Records

RDA Appendix

IIJJ

MARC

$e of 100-110 and 700-710$j of 111 and 711$i of 700-730 $i of 76X-78X linking entry fields

7-7

PCC Guidelines

PCC Guidelines for the Application of Relationship Designators in Bibliographic Records•Relationships between people and serials•Relationships between serial resources: works, expressions, and manifestations

7-8

Creators Related to Works

• LC-PCC PS 19.2• RDA Core relationship: first creator with

principal responsibility– authorized access point in 1XX field

• If multiple creators, apply cataloger judgment to give for more than the first– authorized access point in 7XX field(s)

• Relationship designators from RDA Appendix I.2– $e of 1XX/7XX

7-9

PCC Guidelines

PCC policy– Include relationship designator for all creators

110 2# $a United Nations Population Fund, $e author, $e issuing body.

245 10 $a Maternal Health Thematic Fund annual report.

264 #1 $a New York, NY : $b United Nations Population Fund, $c [2008]-

7-10

PCC GuidelinesGuideline 4

– Assign an RDA element name as a relationship designator, e.g., "creator" (19.2) or "publisher" (21.3) if it will most appropriately express the relationship.

110 2# $a Brigham Young University. $b Department of Microbiology and Molecular Biology, $e creator.

245 10 $a Department of Microbiology and Molecular Biology records.

710 2# $a Kent State University Press, $e publisher.

7-11

Creators Related to Works –Examples

110 2# $a Society of Linguists, $e author.710 2# $a Linguists International, $e author.

110 2# $a American Library Association. $b Annual Conference, $e creator.

7-12

Other Bodies Related to Works –Examples

• RDA core if the access point for the body is used to construct the authorized access point for the work

• RDA 19.3

710 2#$ a U.S. Geology Society, $e issuing body.

710 2#$ a ABC Institute, $e sponsoring body.

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Bodies Related to Manifestations

• Persons/families/corporate bodies involved at the manifestation level– Producers– Publishers (e.g., broadcasters)– Manufacturers (e.g., engravers, printers)– Distributors (e.g., film distributors)

7-14

Bodies Related to Manifestations

• RDA Chapter 21• Record publishers, distributors, manufacturers

“if considered important for access”• Relationship designators from RDA Appendix

I.4– Very few listed– Producer, publisher, manufacturer, distributor are

separate RDA elements

7-15

Bodies Related to Manifestations – Examples

264 #1 $a Bethesda : $b NIH, $c 2008.710 2# $a National Institutes of Health

(U.S.), $e broadcaster.

264 #1 $a St. Paul : $b West Publishing Company, $c 2011-

710 2# $a West Publishing Company, $e publisher.*

* “publisher” is not found in Appendix I.4 but may be used as a relationship designator, per PCC Guideline 4.

7-16

Exercise 1Determine if the entity could be given as an access point and its likely relationship to the resource.

Cover:

7-17

Journal of The American Society of Mining and Reclamation

An Official Online Publication of the American Society of Mining and Reclamation

Answer

710 2# American Society of Mining and Reclamation, $e issuing body.

7-18

Relationships Between Resources

• CONSER practice for linking entry fields• Common serial relationships• Related works• Related expressions and manifestations• Relationships in note fields

7-19

Linking Entry Fields

• Generate structured descriptions of related resources

• Connect related records in the catalog• Express sequential relationships:

– e.g. continues, continued by• Express horizontal relationships:

– e.g. online and print versions

7-20

CONSER Practice for Relationship Designators in Linking Entry Fields

• 780 00• 785 00

• 776 08 $i Online version:• 775 08 $i English edition:

7-21

Editing Tips for Linking Entry Fields 76X-78X

• In OCLC, use “insert from cited record”• If pasting 1XX/24X text, remove subfield

coding within:– $a [creator]– $t [title]

• If pasting 1XX/24X text, completely remove relationship designators from the 1XX field.

7-22

Common Serial Relationships

• Related serial works: – Supplement – whole/part– Earlier, later title

• Expressions– Language expressions

• Manifestations– Other formats– Change in mode of issuance– Reproductions

7-23

Related Works

772 0# $t Leadership (Cape Town, South Africa)

780 00 $t Australian & New Zealand apparel

785 00 $t Morren Galleries journal

787 08 $i Preliminary report issued as: $t English housing survey. Headline report

787 08 $i Complemented by (work): $t English housing survey. Household report

7-24

Related Expressions and Manifestations

775 08 $i English edition: $t Azerbaijan focus

776 08 $i Print version: $t Proceedings of the … Western Dairy Management Conference

776 08 $i Online version: $t Bone bouquet

776 08 $i Continued by online database: $t Antarctic bibliography $w (OCoLC) 52065227

775 08 $i Reproduction of (manifestation): $t Hiwa (Baghdad, Iraq)

7-25

Relationships in Note Fields• 525 (supplement) - use for supplements not

input as separate records

• 530 (additional physical form) - prefer 776 $i

• 533 (reproduction) - use only for digital preservation project records with $5– SCS Response: PCC Task Group Report on RDA Mic

roform Reproductions Cataloging

7-26

Relationships in Note Fields

• 534 (original version) - do not use in CONSER records

• 550 (issuing body) - use to justify 7XX

• 580 (linking entry complexity note) - use to express complex note in conjunction with 7XX

7-27

Exercise 2: Resource 1

7-28

Determine the relationship between the two resources, and record the relationship using MARC.

Cover: NZSA Bulletin of New Zealand Studies

Issue no. 2

New Zealand Studies Association

Exercise 2, Resource 2Cover: Volume 1, Number 1 | 2013

Journal of New Zealand & Pacific Studies

ISSN: 2050-4039

Page 1:The Journal of New Zealand & Pacific Studies is published twice a year.

The journal is replacing the key publication, NZSA Bulletin of New Zealand Studies.

7-29

Answer

For resource 1:785 00 $t Journal of New Zealand & Pacific studies

For resource 2:780 00 $t NZSA bulletin of New Zealand studies

7-30

Summary

• Record relationships in authorized access points, notes, & linking fields

• Provide reciprocal relationship fields for serials• 760-787 fields:

– Authorized access point of related record (minus subfield codes)

– Appropriate designators (excluding 780, 785)

7-31

Summary

• Include a relationship designator for all creators

• Apply relationship designators in accordance with their definitions

7-32